Analyst, Investments job

company building Dignity Health location San Francisco, CA
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Job Description

Analyst, Investments

Dignity Health System OfficeSan Francisco, California; Remote

Requisition ID 2022-230224 Employment Type Full Time Department Investment Management Hours/Pay Period 80 Shift Day Weekly Schedule Monday - Friday (8:00 AM - 5:00 PM) Remote Yes Category Accounting / Finance / Revenue Cycle


CommonSpirit Health is the largest not-for-profit health system in the United States with a community footprint across 21-states that includes: hospitals, urgent and occupational care, home health, and primary care centers. CommonSpirit Health formed as a result of the merger between Dignity Health and Catholic Health Initiatives, two leading Catholic health systems. CommonSpirit Health is committed to deliveringcompassionate, high-quality, affordable health care services with special attention to the poor and underserved. In 2019, the system invested over $2 billion in charity care, community health programs, and other community support programs.

The investment team of CommonSpirit Healthis responsible for supporting all of the investment activities of the investment program. Corporate investments comprise approximately $21 billion in assets across various pools of capital including: operating, pension, endowment, and insurance. In addition, the defined contribution plans have total assets exceeding $11 billion. The investment team isprimarily based in San Francisco, with some team members based in Denver.

Working for the CommonSpirit Health Investment Program is an opportunity to apply analytical and qualitative investment skills for the benefit of one of the nation’s largest health care systems and further its commitment to providing compassionate, high-quality, affordable health care. The successful candidate will be part of a collegial team, working to build a world-class investment organization to deliver strong long-term, risk-adjusted returns that incorporate our mission-aware investment philosophy.


Summary: Analyst, Investments

The Analyst, Investments will officially report to Director or higher level team members but will work closely with the entire investment team, engaged in a high degree of responsibility, exposure, and growth opportunities specific( with a focus on private equity and absolute return hedge funds) . This position is responsible for supporting investment activities of the CommonSpirit Health Investment Program through evaluating and monitoring global investment managers across an array of asset classes; helping create and discuss portfolio, market and risk analytics; utilizing reporting and monitoring tools and systems; and engaging in discussions around investment and portfolio decisions, asset allocation, and portfolio construction with the broad investment team.

The CommonSpirit Health investment program in fully invested across a broad range of investment classes and mandates, providing a dynamic operating environment with opportunities for continual learning and development. We offer a solid compensation and benefits package as well as a balanced work environment in a mission- and performance-oriented, collegial, team-based setting. Some domestic and limited international travel should be expected.

The Analyst will work with colleagues across an array of invested managers across asset classes in supporting or possibly lead roles.

Core Responsibilities:

The Analyst, Investments will engage in evaluating and monitoring global investment managers across asset classes. More specific responsibilities include the following:

  • Support manager and portfolio evaluation and monitoring:

  • Use analysis, models, and systems to assess and support the underwriting of investment strategies and individual managers from both risk and return perspectives. Evaluate and assess historical and anticipated manager performance, including appropriate measures such as correlations. Collaborate with others to leverage insights and ideas.

  • Help develop and prepare manager recommendation memos for the internal investment team.

  • Assist with portfolio monitoring and portfolio construction, including development of analytical tools, collaboration with Operations, and asset class and team meeting updates.

  • Deeply research existing managers under coverage and work to further develop relationships across managers’ organizations in order to achieve access to insights, capacity, operational efficiency and overall partnership engagement for CommonSpirit Health.

  • In addition to manager research, conduct research and analysis on a wide variety of evolving strategic investment topics and handle ad hoc projects, analyses, presentations and reports.

  • Engage actively as a member of the Internal Investment Committee, and serve as a voting member. Present, discuss, and evaluate investment ideas, recommendations, and opinions on managers, asset classes, and portfolio construction, both verbally and in writing, as a member of a collaborative team.

  • Represent CommonSpirit Health and the investment program with high integrity and professionalism. Serve as a respected ambassador for the organization at manager meetings, conferences, and industry events.

  • Collaborate effectively with peers in multiple functions, including Treasury, Mission, Legal, and Investment Operations, among others.


Minimum Qualifcations:

Education/ Accreditation/ Licensure:

  • Bachelor’s Degree is required.

  • Extensive experience with Excel required. Bloomberg or common risk factor analytical tools a plus.


  • Must have two or more years’ experience in investment and portfolio analysis and/or investment banking, management consulting, or related fields at a recognized and respected firm.

Equal Opportunity

CommonSpirit Health™ is an Equal Opportunity/Affirmative Action employer committed to

a diverse and inclusive workforce. All qualified applicants will be considered for

employment without regard to race, color, religion, sex, sexual orientation, gender

identity, national origin, age, disability, marital status, parental status,

ancestry, veteran status, genetic information, or any other characteristic protected

by law. For more information about your EEO rights as an applicant,

pleaseclick here. (

CommonSpirit Health™ will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).

External hires must pass a post-offer, pre-employment background check/drug screen. Qualified applicants with an arrest and/or conviction will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances, ban the box laws, including but not limited to the San Francisco and Los Angeles Fair Chance Ordinances.

If you need a reasonable accommodation for any part of the employment process, please contact us by telephone at (415) 438-5575 and let us know the nature of your request. We will only respond to messages left that involve a request for a reasonable accommodation in the application process. We will accommodate the needs of any qualified candidate who requests a reasonable accommodation under the Americans with Disabilities Act (ADA).

CommonSpirit Health™ participates in E-Verify.

Dignity Health is an Equal Opportunity/ Affirmative Action employer committed to a diverse and inclusive workforce. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, parental status, ancestry, veteran status, genetic information, or any other characteristic protected by law.

This job was posted on Wed Mar 23 2022 and expired on Fri Apr 08 2022.
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San Francisco-based national healthcare system Dignity Health provides healthcare services at hospitals and care centers in 21 states, and offers home health and hospice services through agencies in California and Nevada. Dignity’s mission is to deliver compassionate, high-quality, affordable health services, partnering with the community to improve the quality of life. Dignity aspires to keep people happy, healthy and whole every day through teamwork and innovation, faith and compassion, advocacy and action. Dignity is seeking individuals to join its staff who believe in the healing power of humanity. If you would like to open new doors and advance your career as a health professional, you will find job opportunities at Dignity within the fields of Home Health & Hospice, Lab Sciences, Pharmacy, Imaging, Nursing, Therapy, and Information Technology.

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